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How to Backup Your Sensitive Cin7 Core Data
1. Access Settings and Automation 0:01
Click on Settings
Navigate to Automation. You may need to activate the automation module if it’s not already active.
Review Scheduled Reports
Go to the Report section in Scheduling. See all of your scheduled reports in list form. Click the + button to schedule a new report.
- Choose specific fields, files, or database tables to back up.
- You can select all available options if needed.
4. Set Backup Frequency and Start Time 1:01
Backup Schedule Options
Set the backup frequency (daily, weekly, or monthly). Set a start time for the backup process (e.g., 8:00 AM).
Email notifications setup
Set up email notifications under Settings to receive updates. Add your email to the mailing list.
- Optionally, save backups directly to your Google Drive.
- Select the appropriate folder in your Google Drive for the backups.
7. Name and Finalize Backup Settings 2:00
Confirm the settings
Give your backup a name for easy identification. Confirm the settings and save the backup.
Backup Files Access
When the backup is done, you'll receive an email notification. The email confirms the backup is ready to download and may have an attachment.
You can download the backup files from the email or access them in your Google Drive.
10. Set Up Google Drive Integration (if needed) 3:03
Integrate with Google
Go to Integrations and search for Google. Connect your Gmail account and select folders for backup.
Customize Backup Options
Check for logs or notifications to confirm when backups are completed.
Explore Backup Options
Examine and modify the data or tables you wish to incorporate in your backups.
Implement Backup Feature for Sensitive Data
If you have questions or need assistance, reach out for help.
In Summary:
Overview
This pull request introduces a new feature for backing up sensitive data within the application. Key highlights include:
- Backup Module Activation: Users can activate the backup module from the settings menu.
- Report Scheduling: Users can schedule reports for backup, selecting specific fields, files, or database tables.
- Flexible Scheduling Options: Users can set the frequency of backups (daily, weekly, monthly, etc.) and specify start times.
- Email Notifications: Users can opt to receive email notifications with backup results and download links.
- Google Drive Integration: Users can save backups directly to their Google Drive, with options to select specific folders.
Assumptions
- Users have access to the settings and automation module.
- Users are familiar with scheduling reports and setting up email notifications.
- Users have a Google account for integration with Google Drive.
Testing Strategy
- Verify that the backup module can be activated from the settings menu.
- Test the scheduling functionality to ensure reports can be scheduled correctly.
- Check that email notifications are sent upon backup completion.
- Validate the Google Drive integration by saving backups to a specified folder.
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